Gateway Wealth Partners LLC Buys 296 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Gateway Wealth Partners LLC grew its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 11.2% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,946 shares of the company’s stock after purchasing an additional 296 shares during the quarter. Gateway Wealth Partners LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $306,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in DSI. Envestnet Asset Management Inc. raised its holdings in iShares MSCI KLD 400 Social ETF by 12.6% in the 4th quarter. Envestnet Asset Management Inc. now owns 2,438,162 shares of the company’s stock worth $221,995,000 after purchasing an additional 273,658 shares in the last quarter. Williams Financial LLC bought a new position in iShares MSCI KLD 400 Social ETF in the 2nd quarter worth $7,838,000. Cetera Investment Advisers raised its holdings in iShares MSCI KLD 400 Social ETF by 78.1% in the 1st quarter. Cetera Investment Advisers now owns 151,830 shares of the company’s stock worth $15,306,000 after purchasing an additional 66,567 shares in the last quarter. Fifth Third Wealth Advisors LLC raised its holdings in iShares MSCI KLD 400 Social ETF by 1,366.1% in the 1st quarter. Fifth Third Wealth Advisors LLC now owns 51,315 shares of the company’s stock worth $5,173,000 after purchasing an additional 47,815 shares in the last quarter. Finally, Global Assets Advisory LLC bought a new position in iShares MSCI KLD 400 Social ETF in the 1st quarter worth $3,250,000.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of iShares MSCI KLD 400 Social ETF stock opened at $108.79 on Tuesday. The company has a 50-day moving average of $104.47 and a 200 day moving average of $102.28. The firm has a market cap of $4.80 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1 year low of $77.47 and a 1 year high of $109.15.

iShares MSCI KLD 400 Social ETF Company Profile

iShares MSCI KLD 400 Social Index Fund (the Fund), formerly iShares FTSE KLD 400 Social Index Fund, seeks to provide investment results that correspond generally to the price and yield performance of the MSCI KLD 400 Social Index (the Index). The Index is a free float-adjusted market capitalization index designed to measure the equity performance of the United States companies.